1. Click on Task
2. Click on New Task
Add General Information
3. Click on Title to add in a task title
4. Select Priority
- Low
- Medium
- High
- Urgent
5. Select your Due Date
6. Select Task Status
- Not Started
- Deferred
- In Progress
- Waiting for Input
- Completed
7. Select applicable Category
- CRM
- HR
- Invoice
- Operation
- Payroll
8. If applicable select the Category Status
9. Type in a Description of the task
This can include specific of what is needed for the task and any additional information that could be useful towards it's completion.
Linking Entities
10. Add Linked Entities
To link where this task originated from or can be located
11. Select Type
- Job
- Order
- Client
- Crew Member
- Timesheet
12. Input corresponding type information
13. Click on Add
Adding Permissions
14. Click on ADD
Adding permissions can allow/restrict other users from viewing, and editing tasks
15. Select Type
- Global- all Users
- Entity Type-Admins, Clients, Crew Members (Clients and Crew Members do not have access to Task Management at this time)
- Group- Assigned groups (configurable in Code tables)
- User-Specific user only
16. Select Access Type
- General Access- overall task access
- Note Access- access to notes
- Document Access- access to attachments
17. Select specific access you wish to grant per access type
- No Access
- Read Only Access
- Write/Edit Access
18. Click on Add
To save or update permission
19. Assign task to designated user
Note: You must grant assigned user write access to make updates to tasks
Adding Notes
20. Click on ADD
21. Type in any notes related to task
22. Click on Add
to save
Adding Attachments
23. Click on Add
Input attachment title and Upload the Document you wish to add
Note: Max File Size is 8Mb
Click Add to complete
Save Task
24. Click on Add to Save Task
